United Fire Group’s Phillips 66 PSX Stock Holding History

United Fire Group’s Portfolio PSX Stock Details PSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-5,029	Closed	-$352K	–	84
2020 Q4	$352K	Hold	5,029	–	–	0.17%	67
2020 Q3	$261K	Hold	5,029	–	–	0.13%	77
2020 Q2	$362K	Hold	5,029	–	–	0.17%	76
2020 Q1	$270K	Hold	5,029	–	–	0.13%	82
2019 Q4	$560K	Hold	5,029	–	–	0.19%	67
2019 Q3	$515K	Hold	5,029	–	–	0.18%	68
2019 Q2	$470K	Hold	5,029	–	–	0.17%	71
2019 Q1	$479K	Hold	5,029	–	–	0.18%	67
2018 Q4	$433K	Hold	5,029	–	–	0.18%	67
2018 Q3	$567K	Hold	5,029	–	–	0.21%	61
2018 Q2	$565K	Hold	5,029	–	–	0.22%	60
2018 Q1	$482K	Hold	5,029	–	–	0.17%	67
2017 Q4	$509K	Hold	5,029	–	–	0.17%	65
2017 Q3	$461K	Hold	5,029	–	–	0.16%	67
2017 Q2	$416K	Hold	5,029	–	–	0.15%	70
2017 Q1	$398K	Hold	5,029	–	–	0.14%	72
2016 Q4	$435K	Hold	5,029	–	–	0.16%	70
2016 Q3	$405K	Hold	5,029	–	–	0.16%	68
2016 Q2	$399K	Hold	5,029	–	–	0.16%	70
2016 Q1	$435K	Hold	5,029	–	–	0.18%	66
2015 Q4	$411K	Hold	5,029	–	–	0.17%	66
2015 Q3	$386K	Hold	5,029	–	–	0.17%	65
2015 Q2	$405K	Hold	5,029	–	–	0.17%	69
2015 Q1	$395K	Hold	5,029	–	–	0.17%	71
2014 Q4	$361K	Hold	5,029	–	–	0.15%	71
2014 Q3	$409K	Hold	5,029	–	–	0.18%	66
2014 Q2	$404K	Hold	5,029	–	–	0.17%	65
2014 Q1	$388K	Hold	5,029	–	–	0.17%	66
2013 Q4	$388K	Hold	5,029	–	–	0.17%	66
2013 Q3	$291K	Hold	5,029	–	–	0.15%	70
2013 Q2	$296K	Buy	+5,029	New	+$316K	0.15%	69

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

United Fire Group's PSX Position: Q1 2021 in Review

United Fire Group sold out of Phillips 66 (PSX) in Q1 2021, closing a stake of 5,029 shares — an estimated $352K sold.

United Fire Group first reported a position in PSX in Q2 2013 and held it in 31 quarters. The position peaked at $567K in Q3 2018. 1,271 funds tracked by Wall St. Rank hold PSX as of Q1 2021.

United Fire Group reported no remaining Phillips 66 position as of Q1 2021 after selling out during the quarter.
United Fire Group sold 5,029 Phillips 66 shares in Q1 2021, an estimated $352K.
United Fire Group first reported a position in Phillips 66 in Q2 2013 and held it in 31 quarters.
United Fire Group's Phillips 66 position peaked at $567K in Q3 2018.
1,271 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2021.

Based on United Fire Group's 13F filing for Q1 2021, filed 5 May 2021.